SWK
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Stephen W. Kidder’s Carrier Global CARR Stock Holding History

Stephen W. Kidder’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$417K Sell
5,680
-6,350
-53% -$415K 0.11% 61
2026
Q1 		$677K Sell
12,030
-16,065
-57% -$951K 0.2% 51
2025
Q4 		$1.48M Sell
28,095
-63,047
-69% -$3.51M 0.42% 38
2025
Q3 		$5.44M Sell
91,142
-655
-0.7% -$44.5K 1.56% 22
2025
Q2 		$6.72M Buy
91,797
+258
+0.3% +$17.5K 2.02% 21
2025
Q1 		$5.8M Buy
91,539
+7,349
+9% +$488K 1.81% 24
2024
Q4 		$5.75M Buy
84,190
+12,645
+18% +$954K 1.73% 23
2024
Q3 		$5.76M Buy
71,545
+21,760
+44% +$1.52M 1.7% 25
2024
Q2 		$3.14M Buy
49,785
+24,210
+95% +$1.49M 0.98% 27
2024
Q1 		$1.49M Buy
25,575
+21,325
+502% +$1.2M 0.47% 34
2023
Q4 		$244K Hold
4,250
– – 0.08% 70
2023
Q3 		$235K Hold
4,250
– – 0.08% 70
2023
Q2 		$211K Buy
+4,250
New +$187K 0.07% 73

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Stephen W. Kidder's CARR Position: Q2 2026 in Review

Stephen W. Kidder reduced its Carrier Global (CARR) stake by 53% in Q2 2026, selling an estimated $415K and leaving 5,680 shares worth $417K. The position accounts for 0.11% of the portfolio, ranked #61.

Stephen W. Kidder first reported a position in CARR in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.72M in Q2 2025. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Stephen W. Kidder held 5,680 shares of Carrier Global worth $417K as of Q2 2026.
  • Stephen W. Kidder sold 6,350 Carrier Global shares in Q2 2026, an estimated $415K.
  • Carrier Global made up 0.11% of Stephen W. Kidder's portfolio in Q2 2026, its #61 holding.
  • Stephen W. Kidder first reported a position in Carrier Global in Q2 2023 and has held it in 13 quarters since.
  • Stephen W. Kidder's Carrier Global position peaked at $6.72M in Q2 2025.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Stephen W. Kidder's 13F filing for Q2 2026, filed 21 Aug 2026.